IPB Client Services Associate Job Listing at Valley Bank in Aventura, FL (Job ID 26-722)

Description

The IPB Client Services Associate will be responsible for interfacing with clients and prospective clients to build productive relationships and provide outstanding administrative support and service. The individual is responsible for handling client inquiries and providing resolution of issues, leveraging knowledge of bank policies, procedures and systems. The position will also handle account openings for online banking accounts, general account maintenance and transactions, providing support and back-up to IPB Private Bank Associates, as needed. Responsibilities include but are not limited to:

• Providing superior service to clients in a professional manner, ensuring a personalized client experience at each touch point.
• Handle online banking account openings and assist IPB Bankers with tasks including wires and account maintenance.
• Entering and maintaining client information on computer database.
• Tracking and organizing client information and records for department.
• Handling various information inquiries from clients and associates.
• Assisting with a variety of administrative tasks including invoicing, copying, mailings, booking conference rooms.
• Answering incoming calls in a professional manner, forwarding and screening accordingly and keeping call log.
• Helping maintain workplace security by managing visitor logs, managing temporary access cards as needed.

• Perform other duties as deemed necessary by supervisor.
• Comply with all regulations pertaining to BSA, USA Patriot Act and the OFAC; 2) Complete annual BSA training; 3) Report suspicions of criminal activity or any attempt to avoid BSA reporting requirements on the part of the customers or employees, to the AML/BSA Compliance Department. 4) Ensure that BSA training requirements are completed by staff.